February 25, 2010

Q4 Results presentation

Here's the only slide directly relating to Virgin's TV growth in today's presentation. A quarter of VM TV customers now have HD capable equipment but I still think they're undermarketing the V+. There's a non-specific "launching more HD channels" line. 
Interesting that Berkett is saying than the Tivo software will benefit all TV customers - I thought it was just the IP service that was being primed for Tivo and the cable TV boxes would continue to use Liberty software?

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